Course Description

This 4-day Salesforce Admin course uses real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.

Outline

Troubleshoot Record Access and Field Visibility

Troubleshoot record access

Understand the impact of territory management on the sharing model

Manage field visibility

Change Management

Manage changes in a sandbox

Deploy changes using change sets

Extend Salesforce with Custom Objects and Apps

Build custom objects, tabs, and apps

Create relationships between objects

Use delegated administration

Extend Reporting

Create custom report types

Build exception reports with cross filters

Categorize report data with bucketing

Extend summaries in reports and dashboards

Display multiple views of data using joined reports

Analyze data over time with historical trending and reporting snapshots

Increase Efficiency with Salesforce1 and Quick Actions

Customize the salesforce1 mobile app

Create object-specific quick actions

Creating global quick actions

Improve Data Quality

Assess, cleanse, and maintain data quality

Prevent duplicate records using Duplicate Management

Clean and enrich data with data.com

Automate Complex Business Processes

Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes

Streamline Requests with Approval Processes

Manage approval processes

Troubleshooting approval processes

Increase Productivity with Visual Workflow

Understand use cases for Visual Workflow

Build and deploy a flow

Extend and Troubleshoot Business Process Automation

Understand when to use Apex and Visualforce for extending business process automation.

Understand the order of execution for automated processes.

Use debug logs to troubleshoot business process issues.

Audience

Administration Essentials for Experienced Admins is designed for:

Administrators with at least six months of experience using Salesforce; and/ or

Administrators who have completed the Administration Essentials for New Admins course

Prerequisites

It is recommended that you have a solid understanding of basic Salesforce concepts and functionality. In addition, you should have completed the following online courses, which are available at help.salesforce.com: